BT Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,019
| Closed | -$277K | – | 69 |
|
|
2022
Q1 | $277K | Sell |
2,019
-1,925
| -49% | -$264K | 0.07% | 55 |
|
|
2021
Q4 | $611K | Buy |
3,944
+49
| +1% | +$7.59K | 0.17% | 35 |
|
|
2021
Q3 | $659K | Buy |
3,895
+2,000
| +106% | +$338K | 0.2% | 26 |
|
|
2021
Q2 | $333K | Buy |
1,895
+16
| +0.9% | +$2.81K | 0.1% | 42 |
|
|
2021
Q1 | $347K | Buy |
1,879
+10
| +0.5% | +$1.85K | 0.12% | 42 |
|
|
2020
Q4 | $339K | Sell |
1,869
-89
| -5% | -$16.1K | 0.13% | 44 |
|
|
2020
Q3 | $243K | Sell |
1,958
-30
| -2% | -$3.72K | 0.11% | 50 |
|
|
2020
Q2 | $222K | Sell |
1,988
-542
| -21% | -$60.5K | 0.11% | 48 |
|
|
2020
Q1 | $244K | Hold |
2,530
| – | – | 0.14% | 45 |
|
|
2019
Q4 | $366K | Buy |
2,530
+473
| +23% | +$68.4K | 0.19% | 42 |
|
|
2019
Q3 | $268K | Hold |
2,057
| – | – | 0.15% | 43 |
|
|
2019
Q2 | $277K | Buy |
2,057
+30
| +1% | +$4.04K | 0.16% | 40 |
|
|
2019
Q1 | $225K | Sell |
2,027
-2,955
| -59% | -$328K | 0.13% | 54 |
|
|
2018
Q4 | $551K | Buy |
+4,982
| New | +$551K | 0.24% | 49 |
|